Wealth Think

Marketing expert Marie Swift says financial advisors who embrace videos, podcasts, recorded multimedia presentations and live online meetings can connect and build rapport with clients in a fraction of the time and more cost effectively than ever before.

Clients are inclined to love their advisors even if they hate the industry. That’s customer loyalty, for sure, but public sentiment has changed before.

Steve Sanduski, The Prosperous Advisor, says too many advisors are stuck in a pattern that’s keeping them from making new connections and reaching their full potential. Here are five tips to help break that cycle.

This week, IRA expert Ed Slott tackles questions about how distributions from contributions including both pre- and post-tax dollars will be taxed.

A Roth IRA is not counted in the pro-rata rule. An inherited IRA is separate from contributed IRAs, and a separate Form 8606 would have to be filed for that IRA.

The graying of the workforce is a problem for banks, but an opportunity for bank advisors, young and old, if they think ahead. Enterprising bank advisors planning to retire can buddy up with younger advisors and put them in place as potential successors. Both senior and junior advisors will win from teaming up.

John Goodman's lawyer states that the adoption was done to protect Goodman's children, not to shield assets from the family of the slain driver who is suing him. While Goodman, of Palm Beach, has been bashed across the country for his legal maneuver, it actually makes sense from a probate law perspective.

Our stories from 10 years ago look similar to our articles today. I know that we're not just rerunning old copy, so why is that?

For planners with energy to spare, pro bono work promotes the concept of holistic financial planning in compelling ways.

Legacy expert attorneys Andy and Danielle Mayoras say most of music diva Whitney Houston’s purported financial woes could have been averted had she and her family sought out and received professional financial and estate planning advice before things turned sour.